How to match your resume to a Relationship Manager (Banking) job description

We are looking for a Relationship Manager (Banking) to acquire and grow a portfolio of banking clients. You will cross-sell lending, deposit and investment products, and maintain compliance and service standards for the book. Required: hands-on experience with Client acquisition, Portfolio management, Cross-selling, Credit assessment basics, and working knowledge of Core banking systems, Salesforce, Excel. Preferred: NISM Certification or AMFI Certification. Success in this role is measured by book size growth, cross-sell ratio, portfolio attrition.

Required skills to mirror

• Client acquisition
• Portfolio management
• Cross-selling
• Credit assessment basics
• KYC compliance
• Revenue targets
• Client servicing
• Negotiation

Seniority ladder

• Relationship Officer
• Relationship Manager
• Senior RM
• Cluster Head

Title variants

• RM
• Business Banking Manager

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